Playbook

How do you sell to
property businesses?

Estate agencies, managing agents, housing associations and landlords can approve and pay for work in different ways. Identify which business you serve, who selects the supplier and who authorises spending. Then ask how the relevant work is arranged before suggesting a change to its current process.

Updated 25 October 2026 17 minute read By the Adapt Leads team

The playbookYou carry out electrical safety inspections and want more lettings agents as clients.
Step 1Build the list
Estate & Letting AgentsCheshireLimited companyNamed director
The count updates as you filter.
Merriden Lettings LtdRhian Caddick, director
Phone and email
Corbeck Block Management LtdTwo directors named
Phone
Larkhollow Residential LtdDev Anand, director
Email checked
Step 2Check the context
Change of registered office
Merriden Lettings Ltd moved its registered office11 days ago, from the official register
Why it mattersA registered office is a legal correspondence address. A change does not confirm that the agency has moved branches or needs property services. Check its trading locations and purchasing contact separately.
Step 3Write the first email
Fromsam@fieldgate-checks.co.uk
SubjectWho books your electrical checks?

Hi Rhian,

We carry out electrical safety inspections for lettings agents.

How does Merriden arrange inspections and any follow-up work for managed homes?

Sam

Waiting for your OKSends in working hours from your own mailbox
Step 4Follow up on LinkedIn
RC
Rhian CaddickDirector at Merriden Lettings
  1. View their profile
  2. Read relevant posts
  3. Review an invitation Waits for your OK
Illustrative profileYou choose the next step
Step 5Ring the lettings manager
Today's callsAsk for the lettings manager
01632 960371 Landline
Before callingFind out how inspections and follow-up work are arranged for managed homes.
Opening questionHi, it’s Sam from Fieldgate Checks. Is now a suitable time to ask how you arrange electrical inspections and any follow-up work for managed homes?
InterestedCall backNot nowWrong number
Step 6Agree a trial
New leadContactedTrial agreedPreferred supplier
Merriden Lettings Ltd
Trial on six managed homesCaller Console
If chasing repairs eats the team's week, show how reports and follow-up work could land in one place, then agree a small trial before any wider panel place.
Sample businesses
In short
  1. 01

    Property is not one market. Agencies, managing agents, housing associations and landlords each buy differently, so pick the one you serve before you write a word.

  2. 02

    Housing associations usually buy through frameworks, dynamic purchasing systems and approved lists. Agencies and managing agents mostly buy on a relationship and on a clear saving of staff time.

  3. 03

    The UK book separates estate and lettings agents, block managers, housing associations and landlords, and each record shows its legal form and the people we can name.

  4. 04

    Many landlords and small lettings agents are sole traders, who count as individuals under PECR. Check the label on each record before you write.

Selling to this sector

Who sells to property businesses?

Almost every trade that touches a building sells into property at some point, and so do the firms that serve the people who run it. An estate agency needs photography, portals, referencing, conveyancing introductions and marketing. A lettings agency needs safety checks, inventories, cleaning, maintenance and insurance. Behind them sit the people who own the buildings and hire the agents.

Block managers and housing associations buy at a different scale. A managing agent arranges lifts, fire alarms, cleaning, grounds and building insurance for a freeholder or a residents' company. A housing association runs responsive repairs, planned works, gas servicing and void clearance across thousands of homes, and procures much of it in lots.

Software, finance and professional services firms sell here as well. Property management systems, referencing, client money accounting, tenant apps and compliance dashboards all have buyers. Whoever you are, the first job is to name which kind of property business you want, because the person and the route differ for each.

Safety and compliance testingRepairs and maintenance firmsInventory and cleaningPhotography and marketingProperty management softwareReferencing and insuranceLift, fire and facilities servicesEnergy, windows and retrofit
Some of the firms that sell to property businesses.
Buying decisions

Why are property businesses hard to sell to?

The label hides the real buyer. A lettings agent often does not pay for the work you sell, because the landlord does, and the agent only chooses the supplier. A managing agent recommends but the freeholder or residents' company signs off. A housing association has a procurement team that may only buy from a framework you are not on.

Branch staff may be on viewings, valuations and calls when a supplier gets in touch. Check who handles the service you provide and ask when they can discuss it. A shared inbox can still be a useful route if your message identifies the category and intended contact clearly.

Third, compliance dominates the agenda. Agents and landlords have legal duties on certificates, redress and client money, and housing associations answer to a regulator. A supplier who cannot show insurance, accreditation and clean paperwork is dropped at the first check, however good the price.

Independent agency

The principal decides

  1. You approach the owner
  2. Principal or branch manager
  3. Trial on a few properties
  4. Added to the routine

Fast when the problem is clear, because the owner is also the buyer.

Managing agent

The client signs off

  1. You approach the agent
  2. Property manager gets quotes
  3. Freeholder or residents' company approves
  4. Work is instructed

Be ready to quote in a form the agent can pass on to its client.

Housing association

Procurement sets the route

  1. You join a framework or list
  2. Asset or repairs team plans work
  3. Call-off or mini-competition
  4. Contract and compliance checks

Joining the route comes first. A direct pitch to a surveyor rarely goes anywhere alone.

A simplified picture. How a particular business buys varies, so ask.
How the sector works

How is the property sector put together?

Estate and lettings agencies range from one-office independents to groups of branches, and many carry well-known brand names while being owned by a local operator. Under a franchise, the owner runs their own office under a recognised name and pays fees to the brand for its system, marketing and training. In practice that can mean a local decision with a head office view on the brand, so ask which applies. The trade body for agents is Propertymark, which covers letting, estate and commercial agents, auctioneers and valuers.

A row of brick terraced houses with parked cars on a residential street

Letting and property management agents in England have set duties. They must belong to an approved redress scheme, run by The Property Ombudsman or the Property Redress Scheme. If they hold clients' money they must also join an approved client money protection scheme and show their certificate. Check current scheme membership where relevant, but do not treat a displayed certificate as proof of every aspect of the business.

Managing agents look after blocks for freeholders and residents' companies. Their yardstick is the RICS Service Charge Residential Management Code, whose fourth edition took effect in England on 7 April 2026 and is not mandatory. The Property Institute is the professional body for residential property management. Their property managers usually gather quotes and recommend a contractor before the client approves any spend.

Housing associations are the large registered providers of social housing, regulated in England by the Regulator of Social Housing. Many buy through consortia such as Procurement for Housing, LHC and Fusion21. Landlords sit at the other end: from large property investors to people with one let home. These are types of property buyer, rather than legal forms. Check the legal entity separately before choosing a marketing channel under PECR, the UK’s electronic marketing rules.

Limited company or LLP

Counts as a corporate subscriber

You can send a relevant business email without asking first, as long as you say who you are and give an easy way to opt out.

Sole trader or partnership

Counts as an individual

A cold marketing email needs their consent first. Partnerships in Scotland are the exception: they count as corporate subscribers.

A plain summary of the ICO's guidance, not legal advice. Read our full guide to companies, sole traders and PECR.
Companies and sole traders

Does the list include limited companies and sole traders?

Yes, both. Estate and lettings agencies are mostly limited companies or LLPs, as are managing agents and housing associations in the book. Many landlords, though, own in their own name or run a small partnership, and a one-person lettings agency can be a sole trader. All of them sit in the same property sectors as the large groups.

They behave differently for a supplier. A company has directors and a registered address you can check, so the list can show who runs it and when the board last changed. A sole trader landlord or agent is the one decision maker, may trade under a business name, and usually answers their own phone. Each record shows the legal form we hold.

If you want only one kind, filter for it. A compliance firm may focus on companies that manage many homes. A local trade may prefer a small landlord with a few homes nearby. Landlord registration differs across the UK, and there is no single UK-wide register that provides a complete prospect list. Treat the list as a strong start, and ask them how they buy.

Time and cost

What happens if you pitch the wrong property buyer?

Selection and payment can sit with different people. An agent may recommend a contractor while the landlord approves the cost; a housing association may require a formal procurement route. Establish both steps before providing a detailed quote, so the person considering it can secure the approval needed to proceed.

Where inspections lead to remedial work, the agent may need to coordinate the landlord, tenant and contractor. Ask how that handover works and where delays occur, if any. The answer helps you discuss reports, access arrangements and follow-up responsibilities without promising to resolve duties that remain with the landlord or agent.

01

Selling to the agent what the landlord buys

On a managed home the landlord usually pays. Show the agent how you make their job easier and give them a quote they can forward.

02

Cold calling a housing association's surveyor

Work is mostly awarded through frameworks and approved lists. Find the route first, then talk to the people who plan the work.

03

Emailing a small landlord as if they were a company

An individual landlord or one-person lettings agent who is a sole trader counts as an individual under PECR. Check the label first.

Three common mistakes, and what to do instead.
Who to talk to

Who decides what a property business buys?

The decision maker depends on what you sell and to whom. For anything that changes how the agency earns or runs, start with the principal. For anything that touches a managed home, start with the person who runs those homes day to day.

Company records in the UK book list directors and their roles, with the main contact marked where we can tell. Lettings managers, property managers and asset managers are often not directors, so use the director to open the door, then ask who looks after the area you serve.

Independent agencies and franchised offices

Agency principal or owner

What they care about
Fee income, reputation in the town and keeping landlords from moving elsewhere.
Open with
A specific way to win or keep landlords, or to save staff time.
Lettings and mixed agencies

Lettings manager

What they care about
Void periods, safety certificates, tenant complaints and getting repairs done.
Open with
A fix for the paperwork or repair chasing that fills their week.
Managing agents

Property or block manager

What they care about
Service charge budgets, contractor performance and answering to the freeholder or directors of the residents' company.
Open with
Quotes in a form they can pass to the client, with insurance and accreditation attached.
Housing associations

Asset manager or procurement lead

What they care about
Regulatory standards, planned works, costs per home and supplier assurance.
Open with
Which framework, list or dynamic purchasing system you are on, and what you can prove.
Private landlords and investors

Landlord or portfolio owner

What they care about
Rent coming in, compliance on each property and avoiding a bad tenant or contractor.
Open with
A single clear job, such as the next certificate, priced up front.
Build the list

How do you find property businesses in the UK?

Start with the kind of property business, then place. In the UK book choose Estate & Letting Agents for sales and lettings firms, Property & Block Management for managing agents, Housing Associations for registered providers, or Property Investment & Landlords for people and companies who own property to let. Add the towns or postcode areas you cover.

Filter for the contact information available: a named director, a business phone or a checked email. Compare registered details with the agency’s current trading information; a registered office move is not evidence of a branch move. Searching is free on every plan before you reveal a contact.

The search, step by stepIllustration
1Kind of businessEstate & Letting AgentsProperty & Block Management Or Housing Associations, or Property Investment & Landlords
2PlaceCheshireMerseyside Or the postcode areas you cover
3Legal formLimited company Sole traders and most partnerships need consent before a cold email
4Who runs itNamed director Housing associations may name a board or chief executive instead
5How to reach themBusiness phoneChecked email
6Changes to researchNew director in the last 90 days Confirm what changed; a filing does not establish a buying need
The count updates at every step, and searching is free on every plan.

To sharpen it, add SIC codes. Estate agencies often register under 68310, management of real estate on a fee basis under 68320, landlords letting their own property under 68209, and buying and selling own property under 68100. Housing association real estate uses 68201. Many businesses list several codes, so search by sector first and then narrow by code.

Find property businesses in your service area

Choose your kind of property business and your area. Searching is free on every plan.

Search property businesses free
What to say

What should you say to a property business?

Explain which property service you provide and ask how the business arranges it. A lettings manager can tell you who books inspections and approves follow-up work. Start there, rather than assuming reports are delayed or repairs are being missed. Keep the enquiry focused on one part of the process.

Good reasons to get in touch are concrete: a certificate that falls due, a repair that stays open, a rule that changes how they work, or a change at the business. The three angles below suit three different buyers. Choose the one that fits, rather than sending all three to everyone.

If the manager describes repeated repair chasing, ask where the handover stalls and who follows it up. Explore whether that affects staff time or arranging tenant access. Then ask what a useful reporting and follow-up service would need to change, and who would assess a trial.

01

A job that eats the week

For lettings managers: ask who chases repairs after a safety report, and offer to take that off them.

02

A quote the client can approve

For managing agents: say you will price in a form they can forward to the freeholder, with cover and accreditation attached.

03

Route in before pitch

For housing associations: ask which framework or approved list you would need to be on to quote for responsive work.

Fromsam@fieldgate-checks.co.uk
SubjectWho books your electrical checks?

Hi Rhian,

We carry out electrical safety inspections for lettings agents.

How does Merriden arrange inspections and any follow-up work for managed homes?

If it is useful, I can send an example report and a one-page price for a small batch of managed homes.

Sam

Waiting for your OKSends in working hours from your own mailbox
The callAsk for the lettings manager
01632 960371 Landline
Before callingFind out how inspections and follow-up work are arranged for managed homes.
Opening questionHi, it’s Sam from Fieldgate Checks. Is now a suitable time to ask how you arrange electrical inspections and any follow-up work for managed homes?
A sample message and call. Adapt drafts the first message from what we hold about each business, and nothing is sent until you approve it.
Know the difference

Independent agent, franchise or group, housing association: what changes?

The same service needs a different approach for each kind of property buyer. This table shows how they usually differ. Every business is different, so treat it as a starting point and ask.

Independent agentFranchise or group branchHousing association
Who decidesThe principal or branch managerThe office owner, within the brand's systemAsset, repairs or procurement teams, with a board above
How the route worksDirect to the businessDirect to the owner, sometimes with brand preferencesFrameworks, dynamic purchasing systems or approved lists
SpeedCan be quick when the problem is clearQuick locally, slower if the brand must agreeSlower, with formal tender steps
What they will ask forA price, a reference and how it saves timeA price, plus whether it fits the brand's way of workingInsurance, accreditation, health and safety evidence, financial checks
Who ultimately paysOften the landlord, sometimes the agencyOften the landlord, sometimes the agencyThe association, with tenants' homes at stake
Best first contactThe principalThe office ownerThe procurement lead, after joining the route

Before you approach a property business

  • Public and employers' liability insurance certificates ready to send
  • Registrations that apply to your trade, such as Gas Safe for gas work
  • A health and safety accreditation such as CHAS or Constructionline, if you work on site
  • A short, clear price list or a worked quote for a small batch
  • A sample report or document the landlord receives
  • How you handle access to tenanted homes and keys
  • References from agents or landlords you already serve
  • The framework or list you want to join, if you aim at social landlords
Questions

Questions people ask about selling to property businesses

Is there a database of estate agents and lettings agents in the UK?

Yes. The UK book holds estate and lettings agents, block managers, housing associations and landlords under their own sectors. Search it free by place and what we hold, then reveal only the contacts you want.

How do I get on a housing association's supplier list?

Check the association’s procurement portal and published opportunities. The route may be a framework, an approved list or another advertised arrangement. Application windows and assessment rules vary, including for older dynamic purchasing systems. Read the current notice and ask the procurement team what is open to new suppliers.

What is Procurement for Housing?

It is a purchasing organisation that runs frameworks and dynamic purchasing systems for housing and other public sector members. Suppliers register on its e-tendering system, bid for a place and are onboarded if they win.

Who buys for a managing agent?

A property or block manager usually gathers quotes and recommends, while the freeholder or residents' company approves the spend. Give them a quote they can pass on, with your insurance and accreditations attached.

Do letting agents have to be registered or insured?

In England, lettings and property management agents must belong to an approved redress scheme, and those holding clients' money must join a client money protection scheme. Ask for their certificates. This page gives no legal advice.

Who pays for work on a managed rental home?

Usually the landlord, who instructs the agent to arrange it. The agent often chooses the supplier, so explain how you make their job easier and give a price they can show the landlord.

Can I get a list of property businesses that are sole traders?

Yes. The UK book includes sole traders and small partnerships as well as limited companies, and each record shows the legal form we hold. Filter by sector and form, then check the rules for emailing individuals before you write.

Can I email estate agents without consent?

You can send a relevant business email to a limited company or LLP without consent if you say who you are and offer an easy way to opt out. Sole traders and most partnerships count as individuals and need consent first.

Should I contact franchise head office or the local branch?

Ask first. In many franchises the office owner runs their own business and chooses suppliers for local needs, while the brand may set preferred suppliers for things it controls. A local owner can often tell you which is which.

Can I find private landlords in the UK book?

Property Investment & Landlords includes property-owning companies and other records we hold. It is not a complete list of private landlords. Registration arrangements differ across the UK, and a trading name may differ from the owner’s name, so check the underlying entity and coverage before using the list.

Can I search property businesses by SIC code?

Yes. Records carry the SIC 2007 codes from the register, for real estate agencies and the other property activities, and a plain-English sector for businesses without one. You can search by either.

Do I pay to search?

No. Search and filters are free on every plan. Your allowance is used only when you reveal a new contact, and one you have already revealed never counts again.

Further reading

Sources for this guide

For marketing rules, see the ICO’s business-to-business marketing guidance. Sector codes can be checked in the Companies House SIC list.

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